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John Rosier
Dec 4, 20243 min read
JIC Portfolio Trades - Two positions sold
#jicportfoliotrade In my November review, I mentioned that December’s performance will determine whether 2024 is a good, average, or...
553 views0 comments
John Rosier
Nov 21, 20243 min read
NextEnergy Solar Fund - Interim Results
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £419m, 72p, 3.9 per cent of JIC Portfolio  Interim results...
302 views0 comments
John Rosier
Sep 11, 20247 min read
Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...
645 views3 comments
John Rosier
Jun 19, 20241 min read
JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades Further to my earlier post, I have bought back the shares in NextEnergy Solar Fund that I sold on 6th February. I...
502 views0 comments
John Rosier
Jun 19, 20245 min read
NextEnergy Solar Fund - At last - £20m share buyback
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £453m, 77p, 3.2 per cent of JIC Portfolio The company has...
390 views0 comments
John Rosier
May 15, 20243 min read
NextEnergy Solar Fund - Update as at 31st March
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £455m, 77p, 3.3 per cent of JIC Portfolio (3.5 per cent...
319 views0 comments
John Rosier
Mar 19, 20243 min read
NESF commissions "Camilla" battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £432m, 73p, 3.5 per cent of JIC Portfolio (3.5 per cent...
343 views0 comments
John Rosier
Feb 29, 20245 min read
NextEnergy Solar Fund - Quarterly update
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £443m, 75p, 3.7 per cent of JIC Portfolio (4.0 per cent...
373 views0 comments
John Rosier
Feb 6, 20242 min read
JIC Portfolio Trades - Reduced one position, added to another
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £136m, 52p, 2.6% of JIC Portfolio, Medium Risk/High Reward = 2.5%...
619 views0 comments
John Rosier
Jan 29, 20241 min read
Funds' Portfolio Trades - Some rebalancing
#jicportfoliotrades Further to my earlier post, I have added Polar Capital Technology to the Funds’ Portfolio. Polar Capital Technology...
508 views0 comments
John Rosier
Nov 22, 20236 min read
NextEnergy Solar Fund - Interim Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £506m, 85.6p, 5.5 per cent of JIC Portfolio (5.0 per cent...
372 views0 comments
John Rosier
Oct 19, 20231 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 5.0 per cent of JIC...
513 views0 comments
John Rosier
Oct 19, 20232 min read
NextEnergy Solar Fund - Dividend declaration - reassuring!
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 4.5 per cent of JIC Portfolio (5.0 per cent...
298 views0 comments
John Rosier
Oct 17, 20235 min read
Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...
553 views0 comments
John Rosier
Aug 17, 20234 min read
Next Energy Solar Fund - Quarterly update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £541m, 91.7p, 5.2 per cent of JIC Portfolio (5.0 per cent...
493 views0 comments
John Rosier
Aug 10, 20234 min read
JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade I have this morning completed four trades – all adding to existing positions and moving them to target weight or at...
696 views0 comments
John Rosier
Jul 11, 20236 min read
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
753 views0 comments
John Rosier
Jun 27, 20232 min read
NextEnergy Solar Fund - Falling Price Review
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £564m, 95.6p, 5.0 per cent of JIC Portfolio (5.0 per cent...
382 views0 comments
John Rosier
Jun 19, 20235 min read
NextEnergy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 100.2p, 5.0 per cent of JIC Portfolio (5.0 per cent...
326 views0 comments
John Rosier
May 30, 20232 min read
Next Energy Solar Fund - Notes from last week's presentation at Mello
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £599m, 103.0p, 5.3 per cent of JIC Portfolio (5.0 per cent...
320 views0 comments